See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,045 | $117,983-94.0% | $101,794-93.1% | $142,382-95.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 24.39% | 36.92%-12.5pp | 30.53%-6.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,224 | $2,773-55.9% | $2,289-46.5% | $4,299-71.5% |
| Participant deferral / active EE | $1,423 | $4,714-69.8% | $4,084-65.1% | $6,507-78.1% |
| Admin fee / account holder | $787 | $10,433-92.5% | $8,777-91.0% | $12,624-93.8% |